Clear Investment Research’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.5K | Buy |
76
+21
| +38% | +$20.9K | 0.1% | 96 |
|
|
2025
Q1 | $52.2K | Hold |
55
| – | – | 0.07% | 107 |
|
|
2024
Q4 | $50.5K | Buy |
55
+10
| +22% | +$9.18K | 0.07% | 104 |
|
|
2024
Q3 | $39.9K | Buy |
+45
| New | +$39.9K | 0.05% | 115 |
|
|
2024
Q1 | – | Sell |
-24
| Closed | -$15.8K | – | 222 |
|
|
2023
Q4 | $15.8K | Buy |
+24
| New | +$15.8K | 0.02% | 159 |
|